Solutions-4-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "VONG", null, null, null, null, "SBSI", "GALT", null, "VVR", null, null, "QUBT", "MSFT", null, "NVS", "VHT", null, "IWF", null, "AAPL", "SPY", null, "GLD", "SPYG", null, "ALC", null, null, null, null, "AMZN", "SCHB", null, "VGT", "VBK", "VBR", "VBTX", "WBD", null, null, null, "BAC", "COP", "DFAC", "QQQ", "XOM", "JNJ", "TSLA", null, "XLK", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 52
- Total Value
- 56676260
- Accession Number
- 0002006405-25-000002
- Form Type
- 13F-HR
- Manager Name
- Solutions-4-Wealth
Data Enrichment
58% identified30 identified22 unidentified
Holdings
52 positions
Manager:
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97717X560
Shares:154.9K
Value:$4.8M
37954Y483
Shares:269.7K
Value:$4.5M
33735B108
Shares:21.4K
Value:$2.3M
25434V864
Shares:41.8K
Value:$2.0M
46435U135
Shares:21.9K
Value:$1.0M
37954Y459
Shares:65.0K
Value:$981.3K
25434V799
Shares:34.8K
Value:$965.3K
81369Y886
Shares:12.2K
Value:$958.5K
464288810
Shares:15.2K
Value:$917.5K
301505707
Shares:17.5K
Value:$899.9K
46641Q332
Shares:15.4K
Value:$882.3K
25434V104
Shares:21.4K
Value:$821.8K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 3.4M | QoQ NEW(+3.4M) | All Managers (Combined) | $12.8M | QoQ NEW(+$12.8M) | |
(cusip97717X560)✕ | 154.9K | QoQ NEW(+154.9K) YoY NEW(+154.9K) | All Managers (Combined) | $4.8M | QoQ NEW(+$4.8M) YoY NEW(+$4.8M) |
(cusip37954Y483)✕ | 269.7K | QoQ NEW(+269.7K) | All Managers (Combined) | $4.5M | QoQ NEW(+$4.5M) |
Apple Inc.(AAPLcusip037833100) | 12.1K | QoQ NEW(+12.1K) YoY -6.67% (-869) | All Managers (Combined) | $2.7M | QoQ NEW(+$2.7M) |
| 11.9K | QoQ NEW(+11.9K) YoY -7.56% (-975) | All Managers (Combined) | $2.5M | QoQ NEW(+$2.5M) | |
(cusip33735B108)✕ | 21.4K | QoQ NEW(+21.4K) YoY -0.29% (-63) | All Managers (Combined) | $2.3M | QoQ NEW(+$2.3M) |
(cusip25434V864)✕ | 41.8K | QoQ NEW(+41.8K) YoY NEW(+41.8K) | All Managers (Combined) | $2.0M | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) |
| 66.0K | QoQ NEW(+66.0K) | All Managers (Combined) | $1.6M | QoQ NEW(+$1.6M) | |
NOVARTIS AG(NVScusip66987V109) | 13.2K | QoQ NEW(+13.2K) YoY NEW(+13.2K) | All Managers (Combined) | $1.5M | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) |
| 4.9K | QoQ NEW(+4.9K) YoY -5.96% (-312) | All Managers (Combined) | $1.3M | QoQ NEW(+$1.3M) | |
(cusip46435U135)✕ | 21.9K | QoQ NEW(+21.9K) YoY -0.03% (-7) | All Managers (Combined) | $1.0M | QoQ NEW(+$1.0M) |
(cusip37954Y459)✕ | 65.0K | QoQ NEW(+65.0K) | All Managers (Combined) | $981.3K | QoQ NEW(+$981.3K) |
(cusip25434V799)✕ | 34.8K | QoQ NEW(+34.8K) YoY NEW(+34.8K) | All Managers (Combined) | $965.3K | QoQ NEW(+$965.3K) YoY NEW(+$965.3K) |
(cusip81369Y886)✕ | 12.2K | QoQ NEW(+12.2K) YoY -2.00% (-249) | All Managers (Combined) | $958.5K | QoQ NEW(+$958.5K) |
(cusip464288810)✕ | 15.2K | QoQ NEW(+15.2K) YoY -0.07% (-12) | All Managers (Combined) | $917.5K | QoQ NEW(+$917.5K) |
(cusip301505707)✕ | 17.5K | QoQ NEW(+17.5K) YoY -5.00% (-921) | All Managers (Combined) | $899.9K | QoQ NEW(+$899.9K) |
(cusip46641Q332)✕ | 15.4K | QoQ NEW(+15.4K) | All Managers (Combined) | $882.3K | QoQ NEW(+$882.3K) |
(cusip25434V104)✕ | 21.4K | QoQ NEW(+21.4K) YoY NEW(+21.4K) | All Managers (Combined) | $821.8K | QoQ NEW(+$821.8K) YoY NEW(+$821.8K) |
| 23.9K | QoQ NEW(+23.9K) YoY NEW(+23.9K) | All Managers (Combined) | $789.8K | QoQ NEW(+$789.8K) YoY NEW(+$789.8K) | |
EXXON MOBIL CORP(XOMcusip30231G102) | 6.5K | QoQ NEW(+6.5K) | All Managers (Combined) | $773.0K | QoQ NEW(+$773.0K) |